Advisor Group

From identifying talent to nurturing a culture of excellence and marketing firm resources, the Advisor Group at CAPTRUST is one of the best places in the country at developing high-performing advisors. Our objective is to operate as one unified practice to gather and service clients.

Client Solutions Group

Centered around providing high-touch service to retirement plan, endowment and foundation, and wealth management clients, a typical day in the Client Solutions Group involves working closely with financial advisors and partnering with colleagues in investment research, marketing, and professional services.

Finance

Finance owns the integrity of the firm’s financial data. They work to consistently exceed expectations of reliability and accuracy. Their expectation is to provide accurate and secure data, to cultivate relations with colleagues and external partners, and to present data clearly and on time.

Information Technology

The IT Infrastructure Team manages networks, servers, printers, endpoints, and telecommunications to deliver an always-on, modern workplace in the office or on the go. The Technology Support Desk and PC Support Team solve colleagues’ day-to-day issues and welcome new teams as they join our organization.

Marketing

The Marketing team owns brand strategy, business development, and internal communications. They combine outbound and inbound marketing, thought leadership, data analytics, and event support to support and grow CAPTRUST’s retirement plan, endowment and foundation, and wealth management businesses.

Operations

The Trading, Performance Reporting, and New Account teams work closely with financial advisors, investment research, marketing, compliance, and finance to overachieve against client expectations by delivering solutions and operational excellence to new and existing clients.

Karen Denise Senior Director, Wealth Client Service

“There were two themes that helped me make the decision to join CAPTRUST — the firm’s focus on independent advice for clients and a commitment to give back to the community. It’s so awesome to see pictures and hear stories of our employees across the country getting out of the office and pitching in to help different charities.”

Charles McBain Senior Associate, Investment Research

“From my first day here it was clear that the people at CAPTRUST were different from other places I had worked. People are genuinely interested in helping you out rather than looking to get a favor out of it. By fostering growth and building a strong sense of community, CAPTRUST has created a place that I am excited to come to everyday and put in my best, because I know everyone else is too.”

Employee Benefits

A few highlights of CAPTRUST’s competitive benefits program.

Telemedicine: 24/7 diagnosis and treatment

Benefits app

HSA and HRA programs

Dental and vision plans

Flexible spending accounts (FSA)

401(k) plan with employer match

Life insurance/AD&D coverage

Short- and long-term disability coverage

Employee assistance program (EAP)

Wealth

Shareholder Program

Brick Bonus Success Sharing Program

Employee and client referral bonus

Culture

CAPTRUST Way Committee

Open-door policy

Internal transfers and promotions

Family

FSA dependent care

Maternity and parental leaves

Adoption assistance

Volunteerism

Employee-run foundation

Company-sponsored volunteer activities

Paid volunteer hours

Life at CAPTRUST

CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.